Sage Introduction Training

In Treforest

Price on request
  • Typology


  • Level


  • Location

    Treforest (Wales)

  • Duration

    1 Day


This course provides delegates with a generic introduction to the facilities within the SAGE accounts package. It aims to ensure delegates can process accounting transactions and produce appropriate reports.
Suitable for: The course is designed for those involved in accounts who need to understand this PC-based accounts package.




Treforest (Rhondda Cynon Taff)
See map
Qed Centre, Main Avenue, Treforest Industrial Estate, CF37 5YR


On request

To take into account

Delegates should be able to operate a PC prior to their attendance and some knowledge of accounting would be very beneficial but is not essential.

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Course programme



  • Overview
  • Starting Sage Line 50
  • Passwords
  • Change Password
  • Log Off
  • Access Rights
  • Function Keys
  • Help
  • Menu
  • Toolbars
  • Moving Around Fields and Forms
  • Record Selection
  • Multiple Selection
  • Finder Button
  • Criteria
  • The Information Button
  • The Amounts Tab
  • Reverse Selection (Swap)
  • Clear Selection
  • Accounting Areas (Modules)
  • Date

Sales Ledger

  • Customers (Sales Ledger) Opening Screen
  • Ledger Options
  • Customer Details
  • Account Memos
  • Removing Unwanted Records
  • Reports
  • Day Books
  • Statements
  • New User Reports
  • Receipts
  • Setting up Initial Balances
  • VAT Cash Accounting
  • Posting Error Corrections

Purchase Ledger

  • Suppliers (Sales Ledger) Opening Screen
  • Purchase Invoice Posting
  • Overheads
  • Setting up Initial Balances
  • Authorisation
  • Payments
  • Remittance Advices

Nominal Ledger

  • Overview
  • Control Accounts
  • Transfers between Bank Accounts and Petty Cash
  • Standard Accounts Listing
  • The Trial Balance
  • Chart of Accounts
  • Setting up Initial Balances


  • Backups
  • Other Security Matters

Setting up a System

  • Set-up Check List
  • Company Preferences


This is a one-day course which is held at our fully-equipped training suite in the QED Centre, Treforest Industrial Estate. All delegates are provided with a reference manual to take away with them. Refreshments and a light buffet lunch are provided and are included in the cost of the course.

Each course we hold focuses on either Sales or Purchase Ledger so please specify which you have a preference for when enquiring about the course and we will ensure you are booked onto the correct one.

Price on request